See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,266 | $167,307-87.9% | $143,757-85.9% | $134,475-84.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -18.04% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,899 | $5,619-48.4% | $4,951-41.5% | $4,740-38.8% |
| Participant deferral / active EE | $7,883 | $6,446+22.3% | $5,637+39.8% | $6,400+23.2% |
| Admin fee / account holder | $127 | $18,088-99.3% | $14,673-99.1% | $11,426-98.9% |